Ken Griffin
HLIO icon

Ken Griffin’s Helios Technologies HLIO Stock Holding History

Ken Griffin’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,700
Closed -$119K – 13567
2025
Q1 		$119K Buy
3,700
+3,100
+517% +$125K ﹤0.01% 11216
2024
Q4 		$26.8K Sell
600
-1,200
-67% -$59.4K ﹤0.01% 12969
2024
Q3 		$85.9K Buy
+1,800
New +$79.1K ﹤0.01% 11321
2024
Q2 		– Sell
-5,800
Closed -$259K – 14752
2024
Q1 		$259K Sell
5,800
-1,900
-25% -$81.6K ﹤0.01% 9782
2023
Q4 		$349K Buy
7,700
+5,000
+185% +$231K ﹤0.01% 8843
2023
Q3 		$150K Buy
2,700
+1,900
+238% +$113K ﹤0.01% 10357
2023
Q2 		$52.9K Buy
800
+300
+60% +$17.8K ﹤0.01% 11733
2023
Q1 		$32.7K Hold
500
– – ﹤0.01% 12646
2022
Q4 		$27.2K Buy
+500
New +$26.9K ﹤0.01% 12851
2022
Q2 		– Sell
-5,600
Closed -$449K – 13369
2022
Q1 		$449K Buy
5,600
+200
+4% +$15.9K ﹤0.01% 9652
2021
Q4 		$568K Buy
+5,400
New +$525K ﹤0.01% 9380
2021
Q2 		– Sell
-3,000
Closed -$219K – 13983
2021
Q1 		$219K Buy
+3,000
New +$192K ﹤0.01% 11520
2018
Q3 		– Sell
-4,500
Closed -$217K – 9421
2018
Q2 		$217K Sell
4,500
-1,600
-26% -$80.9K ﹤0.01% 7760
2018
Q1 		$327K Buy
+6,100
New +$360K ﹤0.01% 6607
2016
Q1 		– Sell
-5,300
Closed -$168K – 7265
2015
Q4 		$168K Buy
5,300
+300
+6% +$9.2K ﹤0.01% 6029
2015
Q3 		$137K Buy
5,000
+3,400
+213% +$111K ﹤0.01% 6611
2015
Q2 		$61K Buy
+1,600
New +$62.1K ﹤0.01% 7520
2015
Q1 		– Sell
-3,500
Closed -$138K – 8652
2014
Q4 		$138K Buy
3,500
+2,200
+169% +$85.9K ﹤0.01% 6360
2014
Q3 		$49K Buy
1,300
+1,100
+550% +$43K ﹤0.01% 6919
2014
Q2 		$8K Buy
+200
New +$7.94K ﹤0.01% 7629

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ken Griffin's HLIO Position: Q1 2026 in Review

Ken Griffin reduced its Helios Technologies (HLIO) stake by 3.5% in Q1 2026, selling an estimated $270K and leaving 110,616 shares worth $7.16M. The position accounts for ﹤0.01% of the portfolio, ranked #3775.

Ken Griffin first reported a position in HLIO in Q2 2014 and has held it in 43 quarters since. The position peaked at $9.21M in Q2 2025. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Ken Griffin held 110,616 shares of Helios Technologies worth $7.16M as of Q1 2026.
  • Ken Griffin sold 4,023 Helios Technologies shares in Q1 2026, an estimated $270K.
  • Helios Technologies made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #3775 holding.
  • Ken Griffin first reported a position in Helios Technologies in Q2 2014 and has held it in 43 quarters since.
  • Ken Griffin's Helios Technologies position peaked at $9.21M in Q2 2025.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.